CUSTOMER ACCOUNT STATEMENTS & TRACKING

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RICHIE GRIFFIN
edited 12/09/19 in Smartsheet Basics

Hello folks,

I would appreciate some assistance on the following.

We run a 'Savings Club' for circa 50 customers. We use excel to track saving credits, purchase debits and running totals using a tab for each customer and a summary sheet to give an overview. See attached snip of a sample statement.

I would like to use Smartsheet for this activity.

I imported one of the statements and the running total  formula in the 'ACCOUNT BALANCE' column came through as 'UNPARSEABLE'.

Can somebody advise on two fronts:

1. How to set up the sheet for 50 customers with a summary.

2. How to solve the running total formula.

Many thanks.

Regards,

Richie

 

ACCOUNT STATEMENT WITH RUNNING TOTAL FORMULA_0.JPG

Comments

  • ron.judenberg112096
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    Your Excel formula seems overly complicated

    try =IFERROR(F2-D3+E3,"")

    that should work in both Excel and Smartsheet

     

    As for the summary report, add whatever metrics you want on each sheet in the Sheet Summary (make sure you copy the Sheet summary to all the customer sheets).  Then create a Summary report using those metrics